Pontera

Altruist

This company provides a digital wealth management platform and brokerage services for registered investment advisors to manage client accounts, trading, and reporting.

Vestwell

This company provides a digital platform for workplace retirement and savings programs to small businesses, financial advisors and government agencies.

Capitalize

This platform provides automated retirement account location and rollover services for individuals and financial institution partners to manage employer-sponsored savings.

Vitera

This company develops a retirement technology platform that integrates multi-carrier guaranteed lifetime income solutions into employer-sponsored defined contribution investment plans.

Indyfin

This company provides a platform that connects consumers with independent financial advisors and offers growth software for wealth management professionals.

Micruity

This company develops data infrastructure that connects insurers, asset managers, and recordkeepers to facilitate lifetime income products within retirement savings plans.

Penfold

This company provides a digital pension platform for businesses, self-employed workers and individual savers to manage and consolidate their retirement savings.

401kplans.com

This company provides a digital marketplace and due diligence platform for financial advisors to compare and select retirement plans for their clients.